Investment Q&A

Q: Your thoughts on keeping three out of 5 pharma names: ETF IHI, Gilead Sciences, Bristol Meyers, Abbvie and just bought Pfeizer few weeks ago - hopeful on the Seagen purchase in 2023. I have room only for 3,

Thank you!

Q: Can you recommend a solid company that produces antimony?

Q: Can I get some context surrounding the recent announcements, the stock price movement, and what all of this might mean?

Q: I am currently at loss with TLT in my cash account. I want to sell it as tax loss. I am thinking buying HYPT in margin account with interest rate of 7.95%. HPYT has yield of 17.27%. So, theocratically I can make 9.32% if I do not sell it. I want to hold it for a medium term 3-5 years. Does it make sense? Will it be more risky than investing in TLT?

Q: Hi 5i,
Now that the cancelled Analyst Day has long past and LSPD share price continues to creep up, has there been any news on your radar that might give a hint or clue as to whats happening with the name?

Is 5i able to comment insider trading activities?

Would 5i continue to hold at current price?

Thx

Q: Peter; Could Trump’s Tariffs cause Granite a problem ? Thanks.
Rod

Q: I am assuming that the drop today is due to the tariff thing. Is this justified or uneducated panic?

Q: Could you please provide your opinion on Onex Corporation's offer to repurchase for cancellation up to $400,000,000 of its subordinate voting shares. Would you sell or hold at this time?

Thank you so much!

Q: In March you indicated a preference for EQB over VBNK. Do you still feel that way?

Q: I added this stock a few days ago and I am already down more than 60%. Should I take the loss or hold?

Q: Hi 5i Team,

It seems like your current view, including from your monthly commentary, is that small and mid caps are continuing to look attractive and the forward returns are historically attractive after past US elections. With this in mind, something I struggle with is a large proportion of my portfolio is in large cap stocks, including 10% of my portfolio in NVDA. A lot of this is due to the strength in large caps since 2022 and my bias has been to continue to hold them at a higher percentage as they have provided strong returns over the past few years. Although, these large caps, including NVDA continue to grow and execute my feeling is that I should trim stocks like NVDA down to 5% and use those excess proceeds to invest further funds into small and mid caps to potentially capitalize on the large gap in valuations between small and mid caps and other tailwinds like declining interest rates. For a growth investor with 20+ years of investment horizon would you recommend going the route of trimming NVDA and other large cap winners to a 5% portfolio weight and re-allocate into small and mid caps?

Thanks as always,
Jon

Q: Why did Savaria drop more than 8% on Tuesday? Is it a good buy opportunity?
Thank you.

Q: Please share your analysis on FutureFuel please, thanks.

Q: Hello team,
What is the downside risk of BCE from here for the next 1-2 years?
Thanks!

Q: Good evening 5i Team,

Can you please review last week's earnings for IESC, along with your ranking of it for a new investment (three-year hold) comparing it to CBLT, TMDX, ASPEN and AXON. Thank you.

Q: Hi Peter, Can you provide your expert opinion on IESC. What do you think of the financial results. What is your opinion on valuation. It has had a good year in terms of stock appreciation. Can you comment on the backlog reported also. Is it still a buy, sell or hold.

Q: Your website shows the following for BIP.UN:
Dividend Growth 3 Year -17.09
Dividend Growth 5 Year -10.09

Is the dividend growth for BIP.UN actually negative over these periods, or does this somehow reflect the frequent splits and spinoffs and other moves that Brookfield likes to throw at us?

Q: They are doing a raise at $1.90 - seems like an aggressive discount- would you look to invest at this level?

Q: The subject stocks have all run up fairly significantly. Can you comment on current valuations vs historic, and whether you believe projected earnings support current valuations? Your recent response to a question on volume included that you love new highs with high volume, has that been the case with any of these three stocks?

Q: Hi, I’m thinking of selling BCE after December 16 Ex Dividend so I will qualify for January’s payment. I’m at a loss on BCE in my cash account and plan on using this loss in future years to offset capital gains. So as not too lose the dividend income I depend on I plan on buying the same amount of BCE shares in January after waiting the mandatory 30 days. Would appreciate your thoughts on this plan. Also, on a side note do you see more downward pressure on the stock in December due to tax loss selling and ex dividend or do you feel it’s forming a base and has bottomed out in the 37-38 range . Thanks.